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Mental Capacity Assessment

Important reminder: Keep to the assessment!

Mental Capacity is time and decision specific. For this reason, it is absolutely vital to keep the assessment of capacity focused on the matter at hand, and not to deviate from the central topic, or include irrelevant information that might cause distractions or misunderstandings. Otherwise, the assessor might inadvertently ‘sabotage’ the person’s ability to frame the relevant information and make a decision.

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Retrospective Testamentary Capacity: Lessons from case law

Parfitt v Jones [2025] EWHC 1552 is a really interesting case, with some important lessons on the subject of retrospective Testamentary Capacity. For any professional working in this area, it is a must read.

Case summary

The case concerns Mrs Mary Wadge, a widow who passed away in 2018, at the age of 85, leaving a Will (dated 2008 and drawn up with Solicitors) naming one of her daughters, Carolyne, and HSCBC Trust Company UK Ltd as executors. The contents of the Will were challenged by one of her daughters (Vicky) and her son’s widow (Svetlana).  

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Mental Capacity Assessments: Face-to-Face or Remote?

During the COVID-19 pandemic, a large number of mental capacity assessments were completed remotely, through video platforms such as Microsoft Teams or Zoom. This was to enable staff to conduct ‘safe’ assessments without the risk of infection or transmitting the virus.

Now the pandemic is over, face-to-face assessments have returned to being the norm. However, we do on occasion receive requests for online assessments rather than face-to-face, due to factors such as time, distance or availability.

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Young woman sat in meeting with another woman, paper forms in hand.

Best Interest Decisions in everyday practice: Part 1

A Best Interest Decision is the step that is taken if a person is found to lack mental capacity for a specific decision at a specific time. It is not a single action, but rather a dynamic process that aims to uphold the individual’s rights, keeping their thoughts, feelings, beliefs and values at its heart, while also consulting with all relevant parties to weigh up the viable options.

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Loneliness and isolation: Elderly woman with head resting on her arms looking out of window.

Mental Capacity and Insight

The term ‘insight’ is often used by health and care professionals. For example, it may be recorded that a person ‘lacks insight’ into their toileting personal care needs. By which, the professional may be seeking to state (in a diplomatic way) that the person does not recognise when they have been incontinent.

The term is also used in other contexts in the care setting as well. For example, that a person may ‘lack insight’ into their mobility as a result of their dementia. By which the professional may be indicating that the individual’s falls are due to their impaired short-term memory and orientation, and that they are not able to process that their movements have deteriorated due to their Parkinson’s-related dementia which is causing them to have increased falls.

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Elderly man walking through city using two walking sticks to support his mobility.

What is ‘salient information’?

When conducting a Mental Capacity Assessment it is vital to understand the salient information relevant to this case. Put simply, ‘salient information’ is the relevant information that is required in order for the relevant person to be able to demonstrate capacity for the specific decision being addressed.

To help illustrate this point, we have two case studies that consider two separate decisions: whether to install bed rails, and whether to smoke.

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